Matt Mongon

Matt Mongon is Vice President, Portfolio Strategy at NewEdge Wealth, based in Allentown, PA. He joined NewEdge Wealth in August 2024, where he brings over two decades of experience advising ultra-high-net-worth families, entrepreneurs, endowments, foundations, and corporate retirement plans. At NewEdge, he plays a key role in portfolio strategy and comprehensive wealth planning for clients alongside The Emrick Group.

Before joining NewEdge, Matt spent nearly six years as a Financial Advisor at Morgan Stanley, where he focused on holistic wealth management, investment strategy, and the specialized needs of business owners and affluent families. Previously, he managed Lehigh University's $1.6 billion endowment as Senior Investment Analyst, covering asset allocation, manager selection, and performance oversight across global equities, fixed income, alternatives, private equity, and real assets.

Matt is a CFA® and CFP® charterholder and holds a B.S.E. in Finance from The Wharton School of the University of Pennsylvania. His expertise spans portfolio construction, institutional-style asset allocation, and manager due diligence, with a primary focus on multi-asset portfolios serving the needs of ultra-high-net-worth individuals, foundations, and institutional investors.